Prepare credit request context from Outlook
Turn a credit request email into a focused review with the existing Chaser history attached.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Why this helps
Credit requests require manual searching before anyone can decide what to do.
- Speeds approval decisions
- Adds historical context
- Reduces repeated searching
Setup
Build it in a few focused steps.
- 1Connect Outlook and Chaser in Notis once.
- 2Create an automation named Credit request review brief.
- 3Tell Notis to identify the customer or invoice in the request, retrieve relevant Chaser credit notes, and summarize the history for review.
- 4Pick New Outlook Message as the trigger and choose a report channel.
- 5Test with one real credit request email.
Questions about this workflow
Will it approve the credit automatically?
No, it prepares the history so an authorized person can decide.
What if no credit notes exist?
Tell Notis to report that no matching credit notes were found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Chaser. A trigger fires from one place; an action lands in another.
Outlook triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Outlook and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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